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Investments, Insurance & Wealth Management

With Lincoln Financial Securities partnering with Peoples Community Bank, you will obtain meaningful advice from our professional Financial Advisor, Robert Norris. You will receive personalized service and customized practical investment options for yourself or your small business. Our only goal is to create a strategy and package of investment products that deliver the results you want with no pressure to buy.

As an Advisory Representative of Lincoln Securities, here are just a few products that Rob can answer your questions on and provide to you:

For the Individual Business Needs Planning
  • Financial Planning
    • Retirement Income
    • Estate
    • College 529
    • Long Term Care
  • Wealth Management
    • Full Service Broker/Dealer
    • Managed Accounts, Mutual Funds
  • Life Insurance
    • Term, Universal, Whole Life
    • Variable Life
    • Survivorship
  • Annuities
    • Fixed, Indexed, Variable
  • Disability Insurance
  • Retirement Planning
    • IRA (traditional, Roth)
    • SEP
    • 401-K
  • Employee Benefit Plans
    • Life
    • Medical
    • Disability
    • Vision
    • Dental
  • Business Succession
    • Funding and insurance plans for transfers at retirement, death, or disability

 

 


Want more information?  Then please complete the secure form below and we will get back with you, or even schedule an appointment if you are ready.  Take the next step to your financial success now! 

 

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Security Code:

Robert Norris is a registered representative of and offers securities and advisory services through Lincoln Finanical Secuities Corporation, Member FINRA, Member SIPC.  Lincoln Financial Securitites Corporation and Peoples Community Bank are not affiliated.

Securities and Insurance Products:

NOT A DEPOSIT • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE Securities offered through LINCOLN FINANCIAL SECURITIES CORPORATION, member FINRA and SIPC. Securities offered to residents of SC and VA.  Advisory services offered to residents of VA.  LFS-1235415-062515.  LINCOLN FINANCIAL SECURITIES COROPORATION and the bank are not affiliated.

Investment and insurance products and services are offered through Lincoln Financial Securities Corporation. Member FINRA, Member SIPC. Lincoln Financial Securities Corporation and the bank are not affiliated. Products and services made available through Lincoln Financial Securities Corporation are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.